European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.